Speakers and Presentations from Past Meetings

2022

Sector Rotation and Risk Management using AI-Driven Momentum ETF
Scott Juds, SumGrowth, November 30, 2022 Download

Recording: October Chapter Meeting – Session 2 with Wade Pfau
October 15, 2022 View Recording and Transcript

Recording: October Chapter Meetingm – Session 1 with Wayne Klump
October 15, 2022 View Recording and Transcript

5 Things Professional Traders Do That Most Retail Traders Don’t
Wayne Klump, Sleep Well Portfolio October 15, 2022 Download

Navigating the Important Decisions for Retirement Success
Wade Pfau, Ph.D., CFA, RICP, American College of Financial Services, October 15, 2022 Download

Retirement Solutions SIG: Managed Futures
Mike Muhle, AAII Houston, October 2022 Download

Retirement Solutions SIG: HIA Income SIG
Frank Erzinger, AAII Houston, October 2022 Download

Retirement Solutions SIG: Build Your Own Structured Note
Rohit Milstein, AAII Houston, September 2022 Download

Retirement Solutions SIG: Market Predictors – an Evaluation
John O’Keefe, AAII Houston, September 2022 Download

Retirement Solutions SIG: Market Review – Summer 2022
John O’Keefe, AAII Houston, September 2022 Download

Roth IRA Conversions: Pay Taxes Later Except for the Roth
James Lange, CPA, Attorney, Lange Financial Group, June 18, 2022 Download

Retirement Solutions SIG: Tips for Handling Tough Market Conditions
John O’Keefe, AAII Houston, June 2022 Download

Retirement Solutions SIG: A Little Doubt May Serve
Rohit Milstein, AAII Houston, June 2022 Download

Retirement Solutions SIG: Roth Conversion Plan
Russell van Nuis, AAII Houston, May 2022 Download

Retirement Solutions SIG: Roth Commodity Funds
Mike Muhle, AAII Houston, May 2022 Download

Retirement Solutions SIG: Market Outook
John O’Keefe, AAII Houston, May 2022 Download

What I’ve Learned from Financial Experts
Tom Dickson, Financial Experts Network, April 23, 2022 Download

Bond Bargains Are Here
Steve Shaw, BondSavy, March 19, 2022 Download

Retirement Solutions SIG: Commodities
Dan Marburger, AAII Houston, March 2022 Download

Retirement Solutions SIG: Private Investments
Keen Butcher, Butcher Financial, LLC, February 2022
Recommended Articles:
Dr. Chris Geczy of the Wharton School (a good overview)
Quant corner: adding alternatives to a traditional portfolio
Endowment Model: a brief history of the universe

Market Outlook
Nick Atkeson, Delta Investment Management, January 15, 2022 Download

Retirement Solutions SIG: Last Year’s Income Ideas Revisited Plus a Few More
Rohit Milstein, AAII Houston, January 2022 Download

2021

Long-term Care Insurance Options
Honey Luveen, Texas Long Term Care, October 16, 2021 Download

Retirement Solutions SIG: Managing Portfolio Risk
John O’Keefe, AAII Houston, August 2021 Download

Retirement Solutions SIG: Buffered Funds: What they are and how to create them
Mike Muhle, AAII Houston, July 2021 Download

Retirement Calculators
Ben Klein, AAII Houston, June 26, 2021 Download

Introduction to New Retirement
Michelle Dash, NewRetirment, June 26, 2021 Download
NewRetirement Demo Slides

Retirement Solutions SIG: Benefits of Alternative Investments
John O’Keefe, AAII Houston, June 2021 Download

Retirement Solutions SIG: Protect Wealth Using S&P Options and VIX Futures
Russ Kellites, AlphaCentric, May 2021 Download

Retirement Solutions SIG: Investing in the Robotics/Automation Industry
Brian Gahsman, AlphaCentric, May 2021 Download

The Power of Factor Rotation
Ryan Hessenthaler, Lunt Capital Management May 11, 2021 Download

What to do When a Strategy Performs Pooly
Larry Swedroe, Buckingham Wealth Partners, March 23, 2021 Download

Retirement Solutions SIG: Income Ideas
Rohit Milstein, AAII Houston, March, 2021 Download

The Case for Mining Equities
Matt Geiger, MJG Capital, March 10, 2021 Download

Seeking Reasonable Returns While Reducing Risk – A Practical Approach to Investing
Rob Bernstein, RGB Capital Group, January, 2021 Download

Retirement Solutions SIG: Why Gold Belongs in Your Portfolio
Dan Marburger, AAII Houston, January, 2021 Download

2020

Retirement Solutions SIG: Video Review: A Tail of Two Tails led by Mike Muhle, AAII Houston
Mel Farber, Cambria Investments, December, 2020 Download

Retirement Solutions SIG: Portfolio Insurance Methods for Stable Retirement Income
Mike Muhle, AAII Houston, November, 2020 Download
Mike’s recommended papers:
Dynamic Strategies Asset Allocation 
Adaptive Asset Alocation Policies

Retirment Solutions SIG: Multifamily Development and Investments
Jim Hynes, Kaplan Companies, September, 2020 Download

Retirment Solutions SIG: Life Settlement Investments
John Swallow, Laurela Investments, August, 2020 Download

Retirment Solutions SIG: Investment Costs
Walter Steets, AAII Houston, June, 2020 Download

Using the Science of Investing to Create More Efficient Portfolios and Reduce the Risk of Black Swans
Larry Swedroe, Buckingham Wealth Partners, February, 2020 Download

2019

State of the World Markets and Investment Alternatives 
Christopher Zook, CAZ Investments, November, 2019

Publicly Traded REITs are Essential Components of a Diversified Portfolio 
Matthew R Werner, Chilton Capital Management , September, 2019 Download 

Retirement Solutions SIG: Required Minimum Distributions (RMD’s) and Taxes, Social Security, Roth IRA’s,
Walter Steets, AAII Houston, September, 2019 Download

Retirement Solutions SIG: Retirement Asset Decumulation: A Multifaceted Challenge
John O’Keefe, O’Keefe Capital Partners LP, August, 2019 Download

2nd Quarter 2019 Market Update
Jim Cahn, Wealth Enhancement Group, April, 2019 Download

Cost Efficient Solutions for Transferring Your Wealth
Larry Smith, Wealth Enhancement Group, April, 2019 Download

Why You Should Invest in Corporate Bonds
Steve Shaw, BondSavvy, February, 2019    Download

Many Ways to Protect Family Wealth Capital Prior to Eldercare
Lou Annacone, American Eldercare Association nonprofit, January, 2019

2018

Simple but not Simplistic Investing at Home and Abroad
Alec Lucas, Morningstar Research Services, November 2018    Download  

Managing Portfolio Risk: Why Special Situations Worked Then, Work Now and Are All But Unknown
Tom Jacobs, Partner, Huckleberry Capital Management, May, 2018

How to Use MACD in Your Trading: Pearls, Pitfalls, & a High-Yield Bond Strategy
Marvin Appel, President, Signalert Asset Management, March, 2018

Introduction to Diversification
Craig L. Israelsen, Ph.D.,  7Twelve Portfolio January, 2018  Download 

2017

Generating Income in Retirement
Hal Ratner, Morningstar Investment Management, November, 2017   Download  

Automated Investment Services
David A. Koenig, Investment Strategist, Schwab Wealth investment Advisory, September, 2017

Factor-Based Investing Inspired by Wall Street Greats
John P. Reese, CEO and Founder, Validea Capital Management, LLC, May, 2017 Download 

Quantitative Momentum Indexes
Jack R. Vogel, PhD, alpha architect, March, 2017 Download 

The Simplest Way to Increase Your Portfolio’s Performance
Wayne Connors, Founder, Retirement Investor, January, 2017  Download     

2016

Long Term and Elder Care
Christina Lesher, J.D., Law Office of Christina Lesher, P.C., November, 2016  Download 

Retirement Realities & Generating Income in a Low Rate Environment
Eddie Cohen, Chief Investment Officer, Stavis & Cohen Financial, September, 2016 Download    

Portfolio Visualizer
Tuomo Lampinen, Silicon Cloud Technologies LLC, September, 2016 Download

Dual Momentum Investing
Gary Antonacci, Founder, Portfolio Management Consultants, May, 2016 Download